Montag & Caldwell LLC Increased Its Dollar Tree INC (DLTR) Holding

March 18, 2018 - By Graig Alexander

Investors sentiment decreased to 1.03 in 2017 Q3. Its down 0.21, from 1.24 in 2017Q2. It worsened, as 45 investors sold DLTR shares while 191 reduced holdings. 73 funds opened positions while 170 raised stakes. 202.27 million shares or 3.74% less from 210.13 million shares in 2017Q2 were reported. Ubs Oconnor Ltd Liability Corporation owns 0.19% invested in Dollar Tree, Inc. (NASDAQ:DLTR) for 94,103 shares. Laurion Mgmt LP holds 0% in Dollar Tree, Inc. (NASDAQ:DLTR) or 11,426 shares. Regentatlantic Llc reported 83,420 shares stake. Fred Alger Mngmt Inc reported 0.1% in Dollar Tree, Inc. (NASDAQ:DLTR). Arrow holds 0.17% or 8,030 shares. Meristem Llp reported 4,520 shares or 0.16% of all its holdings. Axa accumulated 0% or 9,916 shares. Montag A Assoc Incorporated holds 0.59% or 63,232 shares. Moreover, Bokf Na has 0.02% invested in Dollar Tree, Inc. (NASDAQ:DLTR). Millennium Mngmt Ltd Company invested in 2.53 million shares or 0.33% of the stock. Bright Rock Cap Mgmt Limited Liability Company holds 0.18% or 7,200 shares in its portfolio. Tobam stated it has 0.1% of its portfolio in Dollar Tree, Inc. (NASDAQ:DLTR). Korea Inv reported 56,489 shares or 0.02% of all its holdings. Bankshares Of Montreal Can reported 0.02% in Dollar Tree, Inc. (NASDAQ:DLTR). Point72 Asset Mngmt Limited Partnership has 0.13% invested in Dollar Tree, Inc. (NASDAQ:DLTR) for 332,560 shares.

Since September 25, 2017, it had 1 insider buy, and 4 selling transactions for $7.14 million activity. Jacobs David A. sold $493,837 worth of Dollar Tree, Inc. (NASDAQ:DLTR) on Monday, September 25. BROCK MACON F JR had sold 63,000 shares worth $5.74M on Thursday, October 12. On Friday, October 13 the insider Old William A. JR sold $136,062. $1.70 million worth of stock was sold by SAUNDERS THOMAS A on Wednesday, October 11.

Montag & Caldwell Llc increased its stake in Dollar Tree Inc. (DLTR) by 14.19% based on its latest 2017Q3 regulatory filing with the SEC. Montag & Caldwell Llc bought 176,913 shares as the company’s stock declined 0.40% while stock markets rallied. The institutional investor held 1.42M shares of the consumer services company at the end of 2017Q3, valued at $123.58 million, up from 1.25 million at the end of the previous reported quarter. Montag & Caldwell Llc who had been investing in Dollar Tree Inc. for a number of months, seems to be bullish on the $22.70B market cap company. The stock increased 1.69% or $1.59 during the last trading session, reaching $95.75. About 4.17 million shares traded or 46.46% up from the average. Dollar Tree, Inc. (NASDAQ:DLTR) has risen 3.60% since March 18, 2017 and is uptrending. It has underperformed by 13.10% the S&P500.

Montag & Caldwell Llc, which manages about $14.22 billion and $3.25 billion US Long portfolio, decreased its stake in Monster Beverage Corp by 115,371 shares to 1.59M shares, valued at $88.12 million in 2017Q3, according to the filing. It also reduced its holding in Priceline Group Inc (NASDAQ:PCLN) by 12,985 shares in the quarter, leaving it with 67,011 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

Dollar Tree, Inc. (NASDAQ:DLTR) Ratings Coverage

Among 35 analysts covering Dollar Tree Inc. (NASDAQ:DLTR), 25 have Buy rating, 1 Sell and 9 Hold. Therefore 71% are positive. Dollar Tree Inc. had 112 analyst reports since August 6, 2015 according to SRatingsIntel. The rating was maintained by Jefferies on Tuesday, August 22 with “Hold”. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) earned “Buy” rating by Canaccord Genuity on Friday, September 11. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) has “Buy” rating given on Tuesday, November 14 by UBS. The rating was maintained by KeyBanc Capital Markets with “Buy” on Tuesday, October 3. UBS maintained Dollar Tree, Inc. (NASDAQ:DLTR) rating on Friday, May 27. UBS has “Buy” rating and $100 target. The stock of Dollar Tree, Inc. (NASDAQ:DLTR) has “Buy” rating given on Friday, August 25 by Bank of America. Citigroup maintained the stock with “Neutral” rating in Wednesday, August 31 report. The stock has “Market Perform” rating by Bernstein on Monday, August 28. The rating was maintained by Wells Fargo with “Buy” on Tuesday, January 16. The firm has “Buy” rating given on Wednesday, November 23 by Deutsche Bank.

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